Configuring Salesforce Integration as a Global Process for Participants, Contacts, Organisations, and Events

Overview

This article explains how administrators can configure Salesforce Integration as a Global Process for Participants, Contacts, Organisations, and Events.

Global Processes allow admins to define automation rules that trigger specific actions when records are created or updated. These processes help ensure consistent data synchronization, validation, and automation between the platform and Salesforce.

By following this guide, administrators can configure, validate, and activate global processes to maintain accurate and reliable data exchange.

Step-by-Step Approach

1. Navigate to Global Process Configuration

• From the General Dashboard, go to Integrations.
• Navigate to the Global Process section.
• Click on any entity tab:
  • Contacts
  • Participants
  • Organisations
  • Events

2. Add as a Global Process

• Add Salesforce Integration as the process runner for Contacts, Participants, Organisations, and Events.
• Click Add Global Process.
• Enter the required process details (Process Name and Description if applicable).

This process will apply globally to the selected entity type.

3. Select Trigger Value for Object Trigger

• Go to More Options (⋮) and select Object Trigger.
• Select the trigger value.

Under the Trigger configuration:

• Choose when the process should execute:
  • Created – The process runs when a new record is created.
  • Updated – The process runs when an existing record is updated.

You may configure the trigger based on your synchronization requirement.

4. Toggle on Edit Mode

• Click the Edit toggle to enable configuration mode.
• Once enabled, you can define triggers, conditions, and actions.

Note: Ensure Edit mode is enabled before making any changes.

5. Configure Actions

• Click Add Action Block.
• On Add Action Block, select the Action Type as Send to External CRM.
• Actions may include:
  • Field updates
  • Record creation
  • Salesforce synchronization
  • Data transformation
• On the Trigger Block, click the expand arrow.
• Select Salesforce Integration (added at the Integrations level) from the Integration dropdown.
• Click Save Changes.

This step ensures that actions are properly structured before activation.

6. Configure Query

You can configure and combine Salesforce Integration with Query, Advanced Query, and Wait conditions.

• Configure the Query section to define record conditions.
• Ensure the query logic is accurate and aligned with your data requirements.

Validation ensures the process targets the correct records.

7. Configure Wait

If your process includes a Wait condition:

• Define the wait duration or event-based delay.

Wait conditions help control execution timing within automation flows.

8. Save and Activate

• Click Save Changes after successful validation.
• Confirm the process is active.
• Perform a test by creating or updating a record in Salesforce to verify synchronization.

Best Practices

• Always validate Query, Actions, and Wait conditions before activation.
• Test in a sandbox environment before applying to production.
• Keep process naming consistent for easier management.
• Monitor logs regularly to identify synchronization failures.